BETA KAPPA OF SIGMA CHI WHITE CROSS FOUNDATION: Form 990PF, tax year 2010

View the entire original 990 at ProPublica ↗

Organization: BETA KAPPA OF SIGMA CHI WHITE CROSS FOUNDATION (EIN 30-0407306)
Tax period: 2010-08-01 to 2011-07-31
Filed: 2011-12-13
IRS object ID: 201113479349100401
Schema version: 2010v3.2
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990-PF
Other Assets Schedule
Other Assets Schedule
Other Assets Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2011-12-13T10:27:43-08:00	Timestamp
Tax Period End Date	2011-07-31	TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	THE WILLIAMS GROUP CPAS PC	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	1800 N INTERSTATE DR 203	AddressLine1
City	NORMAN	City
State	OK	State
ZIP Code	73072	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnType
Tax Period Begin Date	2010-08-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	300407306	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	BETA KAPPA OF SIGMA CHI WHITE CROSS FOUNDATION	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Control	BETA	NameControl
Phone	4053649134	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1800 N INTERSTATE DRIVE	AddressLine1
City	NORMAN	City
State	OK	State
ZIP Code	73072	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	BILL GRIMM	Name
Title	DIRECTOR	Title
Phone	4053649134	Phone
Date Signed	2011-12-07	DateSigned

Preparer Preparer

Field	Value	IRS element (for citing)
Name	ROBERT L WILLIAMS JR	Name
Phone	4053649134	Phone
Date Prepared	2011-12-13	DatePrepared

Field	Value	IRS element (for citing)
Tax Year	2010	TaxYear
Build TS	2016-02-24 21:20:13Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Exempt PF	X	ExemptPF
FMV Assets EOY	62074	FMVAssetsEOY
Method Of Accounting Cash	X	MethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Received Rev And Expnss	1285	ContriReceivedRevAndExpnss
Not Required To Attach Schedule B	X	NotRequiredToAttachScheduleB
Interest On Savings Rev And Expnss	6	InterestOnSavingsRevAndExpnss
Capital Gain Net Incm Net Invst Incm	0	CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses	1291	TotalRevenueAndExpenses
Total Net Investment Income	0	TotalNetInvestmentIncome
Other Prof Fees Rev And Expnss	95	OtherProfFeesRevAndExpnss
Tot Opr Expenses Rev And Expnss	95	TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm	0	TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps	0	TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss	1285	ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps	0	ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss	1380	TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm	0	TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps	0	TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses	-89	ExcessOfRevenueOverExpenses
Net Investment Income	0	NetInvestmentIncome

Balance Sheets BalanceSheets

Field	Value	IRS element (for citing)
Savings And Temp Cash Invst BOY	59124	SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY	59035	SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV	59035	SavingsAndTempCashInvstEOYFMV
Accounts Receivable	3039	AccountsReceivable
Accounts Receivable BOY	3039	AccountsReceivableBOY
Accounts Receivable EOY	3039	AccountsReceivableEOY
Accounts Receivable EOYFMV	3039	AccountsReceivableEOYFMV
Other Assets BOY	0	OtherAssetsBOY
Other Assets EOY	0	OtherAssetsEOY
Other Assets EOYFMV	0	OtherAssetsEOYFMV
Total Assets BOY	62163	TotalAssetsBOY
Total Assets EOY	62074	TotalAssetsEOY
Total Assets EOYFMV	62074	TotalAssetsEOYFMV
Total Liabilities EOY	0	TotalLiabilitiesEOY
Org That Do Not Follow SFAS117	X	OrgThatDoNotFollowSFAS117
Retained Earnings BOY	62163	RetainedEarningsBOY
Retained Earnings EOY	62074	RetainedEarningsEOY
Total Net Assets BOY	62163	TotalNetAssetsBOY
Total Net Assets EOY	62074	TotalNetAssetsEOY
Total Liabilities Net Assets BOY	62163	TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY	62074	TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Field	Value	IRS element (for citing)
Total Net Assets Fund Balances BOY	62163	TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses	-89	ExcessOfRevenueOverExpenses
Subtotal	62074	Subtotal
Total Net Assets Fund Balances EOY	62074	TotalNetAssetsFundBalancesEOY

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Field	Value	IRS element (for citing)
Distribution Ratio Year1	0.000000	DistributionRatioYear1
Distribution Ratio Year2	0.000000	DistributionRatioYear2
Distribution Ratio Year4	0.000000	DistributionRatioYear4
Distribution Ratio Year5	0.000000	DistributionRatioYear5
Total Distribution Ratio	0.000000	TotalDistributionRatio
Average Distribution Ratio	0.000000	AverageDistributionRatio
Adj Nonchrtbl Assets And One	0	AdjNonchrtblAssetsAndOnePct
Qualifying Distributions	0	QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Field	Value	IRS element (for citing)
Investment Income Excise Tax	0	InvestmentIncomeExciseTax
Tax Under Section511	0	TaxUnderSection511
Tax Based On Investment Income	0	TaxBasedOnInvestmentIncome
Amount Credited To Next Year	0	AmountCreditedToNextYear

Statements Regarding Activities StatementsRegardingActivities

Field	Value	IRS element (for citing)
Legislative Political Activities	false	LegislativePoliticalActivities
More Than100 Spent	false	MoreThan100Spent
Form1120 POL Filed	false	Form1120POLFiled
Activities Not Prev Reported	false	ActivitiesNotPrevReported
Changes To Articles Or Bylaws	false	ChangesToArticlesOrBylaws
Unrelated Bus Income Over1000	false	UnrelatedBusIncomeOver1000
Termination Etc	false	TerminationEtc
Requirements Of Sect508e	true	RequirementsOfSect508e
At Least5000 In Assets	true	AtLeast5000InAssets
States Filed With	OK	StatesFiledWith
Form990 PF Filed With AG	true	Form990PFFiledWithAG
Private Operating Foundation	false	PrivateOperatingFoundation
New Substantial Contributors	false	NewSubstantialContributors
Interest In Controlled Entity	false	InterestInControlledEntity
Applicable Insurance Contract	false	ApplicableInsuranceContract
Comply With Public Inspection Rqr	true	ComplyWithPublicInspectionRqr
Website Address	N/A	WebsiteAddress

Books In Care Of Business Name BooksInCareOfBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	THE WILLIAMS GROUP CPAS PC	BusinessNameLine1

Field	Value	IRS element (for citing)
Books In Care Of Phone Number	4053649134	BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

Field	Value	IRS element (for citing)
Address Line1	1800 N INTERSTATE DR 203	AddressLine1
City	NORMAN	City
State	OK	State
ZIP Code	73072	ZIPCode

Field	Value	IRS element (for citing)
Foreign Bank	false	ForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

Field	Value	IRS element (for citing)
Sale Or Exchange With Dsqfly Person	false	SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person	false	BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person	false	FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person	false	PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person	false	TransferAssetsToDsqflyPerson
Payment To Government Offical	false	PaymentToGovernmentOffical
Uncorrected Prior Acts	false	UncorrectedPriorActs
Undistributed Income Prior Years	false	UndistributedIncomePriorYears
Business Holdings	false	BusinessHoldings
Jeopardy Investments	false	JeopardyInvestments
Uncorrected Jeopardy Investments	false	UncorrectedJeopardyInvestments
Influence Legislation	false	InfluenceLegislation
Influence Election	false	InfluenceElection
Grants To Individuals	false	GrantsToIndividuals
Grants To Organizations	false	GrantsToOrganizations
Noncharitable Purpose	false	NoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft Contract	false	RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract	false	PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn	false	ProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)

Address Line1USAddress/AddressLine1	CityUSAddress/City	StateUSAddress/State	ZIP CodeUSAddress/ZIPCode	TitleTitle	Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition	CompensationCompensation	Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc	Expense Account Other AllowancesExpenseAccountOtherAllowances
ALLEN E BARROW JR
610 S MAIN 300	TULSA	OK	74119	Director	10.00	0	0	0
WILLIAM R GRIMM
610 S MAIN 300	TULSA	OK	74119	Director	10.00	0	0	0
ROBERT B SARTIN
610 S MAIN 300	TULSA	OK	74119	Director	10.00	0	0	0

Field	Value	IRS element (for citing)
Comp Of Highest Paid Empl NONE	NONE	CompOfHighestPaidEmplNONE
Tot Number Of Oth Empl Paid Over50k	0	TotNumberOfOthEmplPaidOver50k
Comp Of Hghst Paid Cntrct NONE	NONE	CompOfHghstPaidCntrctNONE
Tot Number Of Cntrct Paid Over50k	0	TotNumberOfCntrctPaidOver50k

Minimum Investment Return MinimumInvestmentReturn

Field	Value	IRS element (for citing)
Avg Monthly FMV Of Securities	0	AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances	0	AvgMonthlyCashBalances
FMV All Other Noncharitable Assets	0	FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets	0	TotalFMVOfUnusedAssets
Adj Total FMV Of Unused Assets	0	AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable	0	CashDeemedCharitable
Net Noncharitable Assets	0	NetNoncharitableAssets
Minimum Investment Return	0	MinimumInvestmentReturn

Distributable DistributableAmount

Field	Value	IRS element (for citing)
Distributable Amount As Adjusted	0	DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

Field	Value	IRS element (for citing)
Expenses And Contributions	0	ExpensesAndContributions

Undistributed Income UndistributedIncome

Field	Value	IRS element (for citing)
Distributable Amount As Adjusted	0	DistributableAmountAsAdjusted
Excess Distri Carryover Year2	1953	ExcessDistriCarryoverYear2
Total Excess Distri Carryover	1953	TotalExcessDistriCarryover
Total Corpus	1953	TotalCorpus
Undistributed Income CY	0	UndistributedIncomeCY
Excess Distri Cyov To Next Year	1953	ExcessDistriCyovToNextYear
Excess From Year2	1953	ExcessFromYear2

Supplementary Information SupplementaryInformation

Field	Value	IRS element (for citing)
Only Contributes To Preselected	X	OnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear

Recipient Business Name RecipientBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	BETA KAPPA OF SIGMA CHI	BusinessNameLine1

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	1800 N INTERSTATE DR STE 203	AddressLine1
City	NORMAN	City
State	OK	State
ZIP Code	73072	ZIPCode

Field	Value	IRS element (for citing)
Recipient Foundation Status	501(c)(8)	RecipientFoundationStatus
Purpose Of Grant Or Contribution	Grand ChapterScholarship	PurposeOfGrantOrContribution
Amount	$1,285	Amount

Field	Value	IRS element (for citing)
Tot Grant Or Contri Paid During Year	1285	TotGrantOrContriPaidDuringYear

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

Field	Value	IRS element (for citing)
Business Code	900001	BusinessCode
Exclusion Code	3	ExclusionCode
Related Or Exempt Function Income	6	RelatedOrExemptFunctionIncome

Subtotals Part XVIA SubtotalsPartXVIA

Field	Value	IRS element (for citing)
Related Or Exempt Function Income	6	RelatedOrExemptFunctionIncome

Field	Value	IRS element (for citing)
Total Part XVIA	6	TotalPartXVIA

Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps

Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps (5 entries)

Line NumberLineNumber	Relationship StatementRelationshipStatement
3 & 4	This Foundation was classifed as 501(c)(3) and a private foundation
3 & 4	under Sec 509(a) on October 22, 2002 by the Cincinnati, Ohio offices
3 & 4	of the IRS.
3 & 4	The purpose of this Foundation is to award scholarship grants to the
3 & 4	men of the Sigma Chi Fraternity at the University of Oklahoma.

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Noncharitable EO	false	TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO	false	TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets	false	SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO	false	PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc	false	RentalOfFacilitiesEtc
Reimbursement Arrangements	false	ReimbursementArrangements
Loans Or Loan Guarantees	false	LoansOrLoanGuarantees
Performance Of Services Etc	false	PerformanceOfServicesEtc
Sharing Of Facilities Etc	false	SharingOfFacilitiesEtc
Relationships Noncharitable E Os	true	RelationshipsNoncharitableEOs

Relationship Schedule RelationshipSchedule

Name Of Organization NameOfOrganization

Field	Value	IRS element (for citing)
Business Name Line1	BETA KAPPA OF SIGMA CHI	BusinessNameLine1

Field	Value	IRS element (for citing)
Type Of Organization	501 (c)(8)	TypeOfOrganization
Description Of Relationship	Historic & continuing	DescriptionOfRelationship

Other Assets Schedule OtherAssetsSchedule

Other Assets OtherAssets (2 entries)

DescriptionDescription	BOY Book ValueBOYBookValue	EOY Book ValueEOYBookValue	EOYFMVEOYFMV
Organization Cost	5000	5000	5000
Less: Accumulated Amortization	-5000	-5000	-5000

Other Assets Schedule OtherAssetsSchedule

Other Assets OtherAssets (2 entries)

DescriptionDescription	BOY Book ValueBOYBookValue	EOY Book ValueEOYBookValue	EOYFMVEOYFMV
Organization Cost	5000	5000	5000
Less: Accumulated Amortization	-5000	-5000	-5000

Other Assets Schedule OtherAssetsSchedule

Other Assets OtherAssets (2 entries)

DescriptionDescription	BOY Book ValueBOYBookValue	EOY Book ValueEOYBookValue	EOYFMVEOYFMV
Organization Cost	5000	5000	5000
Less: Accumulated Amortization	-5000	-5000	-5000